Telemark Asset Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-40,000	Closed	-$19.4M	–	59
2025 Q1	$19.4M	Buy	+40,000	New	+$19.4M	2.54%	15
2024 Q4	–	Sell	-25,000	Closed	-$11.6M	–	67
2024 Q3	$11.6M	Hold	25,000	–	–	1.17%	32
2024 Q2	$11.7M	Buy	+25,000	New	+$11.7M	1.02%	38